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Speculation

Buying More Scorpio (STNG)

I am adding a second tranche of Scorpio Tankers (STNG) as it has pulled back significantly. Tanker stocks are volatile. Charter rates bounce around. Shares are sold for an infinite number of reasons. The important takeaway is that the fundamentals are strong. These companies are getting great rates for their ships…
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Taking Another Tranche of Nexgen (NXE)

I am adding a third tranche of Nexgen (NXE). This is an unbelievably cheap price for this world class uranium asset. I believe there is a future for uranium and that this company will be worth much more at some future time. It’s a patience challenge. This is a Speculation, but…
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Increasing Nexgen (NXE) Position

I am adding a second tranche of Nexgen (NXE) for all of the reasons that I bought the first tranche in October, 2019. It is cheaper now and it is still a tremendous asset. This Speculation could take a very long time to play out. I will be patient and likely add…
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Adding to Alexco Resources

I am adding to my favorite silver company, Alexco Resource, on this market downdraft. It recently divested its environmental consulting company which added cash and streamlined its operations to focus on mine development. The company continues to wait on its Water Use License, but that issue should be resolved later…
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Sandstorm Gold Royalties

I am buying Sandstorm Gold Royalties (SAND) at a price that I did not think I would see again. The severity of the pullback in the broad markets has created many casualties and opportunities. Sandstorm is a well managed precious metals royalty and streaming company. It is a growing cash…
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Buying Trilogy Metals Again

I am going back to the Trilogy Metals (TMQ) well. The share price has retreated and offers up a bargain in my estimation. The JV has been formed, there’s plenty of money in the bank, highly prospective property to explore and more news related to the access road expected in…
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